Northern Financial Advisors at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 5 advisors are listed here; all hold the CFP.
- Its Form ADV reports 11 employees and 324 individual clients, 188 of them high net worth.
- Its average account is about $350,000 (assets it manages divided by its 1,957 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Bloomfield Hills, Michigan |
|---|---|
| Website | northernfinancialadvisors.com |
| [email protected] | |
| Phone | (248) 985-1632 |
Questions about Northern Financial Advisors
How is Northern Financial Advisors paid?
Northern Financial Advisors's Form ADV says it is paid by: fixed fees.
How many advisors does Northern Financial Advisors have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at Northern Financial Advisors, and 5 hold the CFP.
What is the average account at Northern Financial Advisors?
Northern Financial Advisors's average account is about $350,000. That's the assets on its Form ADV divided by its 1,957 accounts.
Northern Financial Advisors fees
Northern Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $684 million |
| Individual clients | 136 |
| High-net-worth clients | 188 |
| Accounts managed | 1,957 |
| Employees | 11 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-119217) |
| Financial planning | Offered |
| Form ADV filed | September 21, 2026 |
| SEC record | CRD 121088 |